Other · DOL Form 5500 · 2024
Baldwin Wallace University Retirement Plan
Data updated 2026-08-25
- $230M
- Total assets Near avg plan size
- 712
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $322,363
- Avg per participant High balance/head
Official DOL plan name: Baldwin Wallace University Defined Contribution and Tax Deferred Savings · Sponsored by Baldwin Wallace University · Ohio · Educational Services
$230M in assets, 712 participants
Baldwin Wallace University's Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported $230M in total assets and 712 participants in its 2024 DOL Form 5500 filing, ranking in the 95th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,324 in Educational Services (3,638 peers)
Where Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits by assets
Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits in the top 5% of all filed plans by assets, $230M for 712 participants (~$322,363/participant), up 6.6% in 2024.
- #3,324
- in Educational Services (3,638 peers)
- +6.6%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Baldwin Wallace University Defined Contribution and Tax Deferred Savings's outsized position by total assets
Baldwin Wallace University Defined Contribution and Tax Deferred Savings vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$229,522,114 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Baldwin Wallace University Defined Contribution and Tax Deferred Savings among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baldwin Wallace University Defined Contribution and Tax Deferred Savings sits mid-pack in the medium band (712 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported net income fell from $22M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Baldwin Wallace University Defined Contribution and Tax Deferred Savings end-of-year assets rose from $215M in the plan year 2023 filing to $230M in the plan year 2024 filing.
- Baldwin Wallace University Defined Contribution and Tax Deferred Savings reported participants rose from 692 in the plan year 2023 filing to 712 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340714629 · Baldwin Wallace University PY 2024 · Other
Baldwin Wallace University Defined Contribution and Tax Deferred Savings · $230M · 712 · 95th
- BOY $230M
- BOY 712
- BOY 95th
- BOY Other
- BOY near Open Society Institute Retirement Plan
- BOY ind #3324
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Ohio →
Baldwin Wallace University Defined Contribution and Tax Deferred Savings in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $215M |
|---|---|
| Net Assets (End of Year) | $230M |
| Net Income | $14M |
| Employer EIN | 340714629 |
| Plan Effective Date | 1937-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baldwin Wallace University)
Sponsor-wide plan assets over time
All Baldwin Wallace University plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 18.633084275066942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 652 | $193M |
| 2023 | 1 | 692 | $215M |
| 2024 | 1 | 712 | $230M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Baldwin Wallace University Defined Contribution and Tax Deferred Savings's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Open Society Institute Retirement Plan in NY ($230M); by covered participants it is Lesley University Retirement Plan in MA (713 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($230M here).
- Open Society Institute Retirement Plan (NY) $230M · 367
- Save the Children Federation, Inc. Retirement Savings Plan (CT) $229M · 1,644
- La Salle University Defined Contribution and Tax-Deferred Annuity Plan (PA) $229M · 1,341
- Vandalia Health System 403(b) Plan (WV) $230M · N/A
Similar participant headcount
Nearest other-state filings by covered participants (712 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.